California Teachers Association 401(k) Plan
Sponsored by California Teachers Association · EIN 940362310 · Plan #002
- Total assets
- $161M
- Net assets
- $161M
- Active participants
- 388
- With balances
- 499
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $109,577 |
| Charles Schwab & Co,, Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $332 |